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AndrewC1
Level 2

Transaction list by date. Customer tax category

Hi, I am trying to differentiate the list of transactions by those that are wholesale vs retail. Some customers are resellers and are not taxed. Others are consumers and pay tax. 

 

I was looking for a category in the customize reports list under "columns" that could differentiate each sale that is taxable vs non-taxable. However, I could not find a category that gave me this information. 

 

I have setup the customer with the correct tax code (non tax) and tax item (reseller) but I cannot find a way to display this information in the transaction list by date.

Any recommendations are appreciated!

8 Comments
Ryan_M
QuickBooks Team

Transaction list by date. Customer tax category

Hi @AndrewC1,

 

I appreciate you for sharing your thoughts on the Transaction List by Date report. 

 

As you mentioned above, and I've also replicated it on my test QuickBooks Desktop (QBDT) company, there isn't an option for a column that shows whether the customer tax code is Tax, or Non. I like the idea of the feature you described, and therefore, we've taken note of this. 

 

Speaking of reports, you can take a look at this article: Customize reports in QuickBooks Desktop. Which shows you all the different ways you can customize reports available in QBDT, as well as related links to this topic. 

 

Have anything else in mind? Place a comment below, and I'll get back to you. 

AndrewC1
Level 2

Transaction list by date. Customer tax category

Hi, I am in the reports section and I am trying to figure out how to populate this field for my customers and see it in this field on reports. 

 

I have populated the tax, non-tax categories for the customers but it does not show up here. 

Thank you!

 

JonpriL
Moderator

Transaction list by date. Customer tax category

Hello there, @AndrewC1!

 

Ideally, if your sales tax code created is an item, it won't show up in the Sales Tax Code column since the sources of data in your reports is the transaction itself. You can read through this article to learn more: Targets vs. Sources Overview.

 

Instead, you can utilize the Define Fields function for your customers and sales transaction template so their corresponding sales tax code will show up in your reports. To do so:

  1. Go to Customers.
  2. Select Customer Center.
  3. Click any of your taxable customers to open their profile.
  4. Under Additional Info, select Define Fields in the CUSTOM FIELDS box.
  5. On the Label field, enter Tax Category or any name you'd like to show up on your report.
  6. Put a checkmark under CustTrans, and List column.
  7. Select OK.
  8. In the newly customer field created, enter the appropriate tax category of your customer.
  9. Click OK.

From here, you can start customizing the template of your sales transaction so the newly created custom field will show up on your reports. Here's an article you can read to learn more: Create and use custom fields in QuickBooks Desktop.

 

Lastly, I've got you these helpful articles for ideas about how you can manage your customers and sales transactions: Income and Expenses for QuickBooks Desktop.

 

If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.

AndrewC1
Level 2

Transaction list by date. Customer tax category

Hi Thank you for the helpful tip!

I have created a custom field for my customers and filled in data for each customer. However when I create a custom report with the custom data field, the data I entered does not retroactively apply to previous invoices. 

 

Is there any way to make this custom data for each customer apply to all invoices?

Thank you

AndrewC1
Level 2

Transaction list by date. Customer tax category


@JonpriL wrote:

Hello there, @AndrewC1!

 

Ideally, if your sales tax code created is an item, it won't show up in the Sales Tax Code column since the sources of data in your reports is the transaction itself. You can read through this article to learn more: Targets vs. Sources Overview.

 

Instead, you can utilize the Define Fields function for your customers and sales transaction template so their corresponding sales tax code will show up in your reports. To do so:

  1. Go to Customers.
  2. Select Customer Center.
  3. Click any of your taxable customers to open their profile.
  4. Under Additional Info, select Define Fields in the CUSTOM FIELDS box.
  5. On the Label field, enter Tax Category or any name you'd like to show up on your report.
  6. Put a checkmark under CustTrans, and List column.
  7. Select OK.
  8. In the newly customer field created, enter the appropriate tax category of your customer.
  9. Click OK.

From here, you can start customizing the template of your sales transaction so the newly created custom field will show up on your reports. Here's an article you can read to learn more: Create and use custom fields in QuickBooks Desktop.

 

Lastly, I've got you these helpful articles for ideas about how you can manage your customers and sales transactions: Income and Expenses for QuickBooks Desktop.

 

If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.


Hi Thank you for the helpful tip!

I have created a custom field for my customers and filled in data for each customer. However when I create a custom report with the custom data field, the data I entered does not retroactively apply to previous invoices. 

 

Is there any way to make this custom data for each customer apply to all invoices?

Thank you

ReyJohn_D
Moderator

Transaction list by date. Customer tax category

Thanks for providing more details about your concern here in the Community, @AndrewC1.

 

Yes, there's a way to apply the customer custom field you've created to all invoices. This way, it will appear when you run your Transactions List by Date report.

 

First off, let's make sure to put a checkmark to the Trans column as mentioned by my colleague @JonpriL. This is to ensure that it will appear in the column field when customizing your invoices. Just to give you a heads up that the Trans column is only available in QuickBooks Desktop Enterprise.

 

Once verified, let's add the custom field to the invoice template. This way, the custom field will show up every time you create an invoice transaction.Here's how:

 

  1. Go to the Customers menu then choose Customer Center.
  2. Select a customer then open an invoice transaction. 
  3. Tap the Formatting tab then choose Customize Data Layout.
  4. Pick the Columns tab then put a check mark for the added custom field.
  5. Hit OK to confirm the action.

If you wish to control how your invoices and reports look and what information to include in QuickBooks Desktop, you can always customize it. Here are some handy articles that you can refer to:

 

 

Leave a comment below if you still have questions or need help with managing your invoices and reports in QuickBooks Desktop. I'm always here to give a helping hand. Take care and have a productive day, @AndrewC1.

AndrewC1
Level 2

Transaction list by date. Customer tax category

Hi, This is what I see when I create the custom field for each customer. I do not see the Trans option.

I understand how to setup and run the custom report. Thank you!

MirriamM
Moderator

Transaction list by date. Customer tax category

Hello again, AndrewC1. Thanks for getting back and providing a screenshot.  

 

The Trans option when setting up Custom Fields for Items is only available when you're using QuickBooks Desktop Enterprise. Based on the screenshot you've provided, it seems that you're using another version of QuickBooks. That is the reason you don't have that option. 

 

Moreover, I don’t want to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

 

As always, you can get back to me if you have any additional questions. I'm here for you. Have a great day!

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